Wealth Scenario Generator
B&H’s stochastic projection engine for financial planning applications
The WSG is Barrie & Hibbert's core stochastic projection engine for modelling investment products and cashflows, designed to enable solutions for the retail product manufacturing and advice market. The WSG is a comprehensive and flexible engine and will power any online toolset that requires stochastic analysis. It is currently used within client applications ranging from holistic financial planning services, DC pension planning portals, product comparisons, “what-if” toolsets, and direct to consumer wrap platforms. The economic data used within the WSG is created by Barrie & Hibbert's ESG, the market leading economic scenario generator.
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Custom financial planning toolsets from the WSG
Features
- Barrie & Hibbert's core economic model covering wide range of assets (including real estate, alternatives, commodities, infrastructure, etc.) across all major global economies.
- Underlying economic data updated quarterly according to changes in economic and market conditions.
- Flexible cashflow modelling: single, regular premium, withdrawals, retirement income.
- Distinct modules covering: Investment, Pension Accumulation and Retirement Income products.
- Ability to model wide range of sophisticated product features: asset allocation glide-paths, CPPI, guarantees, investment-linked and variable annuities, etc.
- Modelling functionality can be configured in line with your own investment proposition and product terms.
- Flexible, fully documented API. Consultancy services supporting our clients design and integration of bespoke planning applications.
Benefits
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Comprehensive Modelling Capability
- Communicate risk and return consistently across your entire product range
- Can be applied to wide range of different advice and financial planning problems
- Easily extended to cover bespoke investment products
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B&H Core Expertise
- Access to B&H market leading institutional quality economic scenario modeling capability
- Multi product, multi currency and multi-region
- Rigorously tested and validated by B&H and thousands of users
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Ease of Integration
- Unbundled offer – client can build own data capture/presentation layer and integrate WSG
- Easy integration to existing services, platforms and toolsets
- Simple deployment and quarterly update process
